Mark Sheptoff Financial Planning, LLC Apple Inc. Transaction History

Mark Sheptoff Financial Planning, LLC

$180 Million
Q2 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Apple Inc. stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 46,618 shares of AAPL stock, worth $12.2 Million. This represents 5.31% of its overall portfolio holdings.

Number of Shares

46,618

Previous 48,440 3.76%

Holding current value

$12.2 Million

Previous $10.8 Million 11.11%

% of portfolio

5.31%

Previous 6.06%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$172.42 - $223.89 $314,149 - $407,927	-1,822 Reduced 3.76%	46,618 $9.56 Million
Q1 2025 May 13, 2025	SELL	$209.68 - $247.1 $626,943 - $738,829	-2,990 Reduced 5.81%	48,440 $10.8 Million
Q4 2024 Feb 11, 2025	SELL	$221.69 - $259.02 $88,676 - $103,608	-400 Reduced 0.77%	51,430 $12.9 Million
Q3 2024 Nov 14, 2024	SELL	$207.23 - $234.82 $75,431 - $85,474	-364 Reduced 0.7%	51,830 $12.1 Million
Q2 2024 Aug 12, 2024	SELL	$165.0 - $216.67 $108,900 - $143,002	-660 Reduced 1.25%	52,194 $11 Million
Q1 2024 May 10, 2024	SELL	$169.0 - $195.18 $133,679 - $154,387	-791 Reduced 1.47%	52,854 $9.06 Million
Q4 2023 Feb 09, 2024	BUY	$166.89 - $198.11 $56,909 - $67,555	341 Added 0.64%	53,645 $10.3 Million
Q3 2023 Nov 09, 2023	SELL	$170.43 - $196.45 $623,944 - $719,203	-3,661 Reduced 6.43%	53,304 $9.13 Million
Q2 2023 Aug 10, 2023	SELL	$160.1 - $193.97 $32,500 - $39,375	-203 Reduced 0.36%	56,965 $11 Million
Q1 2023 May 11, 2023	BUY	$125.02 - $164.9 $16,377 - $21,601	131 Added 0.23%	57,168 $9.43 Million
Q4 2022 Feb 14, 2023	SELL	$126.04 - $155.74 $11,847 - $14,639	-94 Reduced 0.16%	57,037 $7.41 Million
Q3 2022 Nov 08, 2022	SELL	$138.2 - $174.55 $22,941 - $28,975	-166 Reduced 0.29%	57,131 $7.9 Million
Q2 2022 Aug 11, 2022	SELL	$130.06 - $178.44 $32,124 - $44,074	-247 Reduced 0.43%	57,297 $7.83 Million
Q1 2022 May 12, 2022	BUY	$150.62 - $182.01 $66,875 - $80,812	444 Added 0.78%	57,544 $10 Million
Q4 2021 Feb 11, 2022	BUY	$139.14 - $180.33 $25,184 - $32,639	181 Added 0.32%	57,100 $10.1 Million
Q3 2021 Nov 10, 2021	SELL	$137.27 - $156.69 $308,308 - $351,925	-2,246 Reduced 3.8%	56,919 $8.05 Million
Q2 2021 Aug 12, 2021	BUY	$122.77 - $136.96 $491 - $547	4 Added 0.01%	59,165 $8.1 Million
Q1 2021 May 11, 2021	SELL	$116.36 - $143.16 $15,824 - $19,469	-136 Reduced 0.23%	59,161 $7.23 Million
Q4 2020 Feb 11, 2021	BUY	$108.77 - $136.69 $215,908 - $271,329	1,985 Added 3.46%	59,297 $7.87 Million
Q3 2020 Nov 12, 2020	BUY	$91.03 - $134.18 $3.99 Million - $5.88 Million	43,789 Added 323.81%	57,312 $6.64 Million
Q2 2020 Aug 10, 2020	SELL	$60.23 - $91.63 $34,210 - $52,045	-568 Reduced 4.03%	13,523 $4.93 Million
Q1 2020 May 07, 2020	BUY	$56.09 - $81.8 $90,809 - $132,434	1,619 Added 12.98%	14,091 $3.58 Million
Q4 2019 Feb 10, 2020	BUY	$54.74 - $73.41 $33,719 - $45,220	616 Added 5.2%	12,472 $3.66 Million
Q2 2019 Aug 12, 2019	SELL	$43.33 - $52.94 $12,912 - $15,776	-298 Reduced 2.45%	11,856 $2.35 Million
Q1 2019 May 10, 2019	SELL	$35.55 - $48.77 $23,036 - $31,602	-648 Reduced 5.06%	12,154 $2.31 Million
Q4 2018 Feb 11, 2019	SELL	$36.71 - $58.02 $54,991 - $86,913	-1,498 Reduced 10.48%	12,802 $2.02 Million
Q3 2018 Nov 13, 2018	SELL	$45.98 - $57.09 $2,253 - $2,797	-49 Reduced 0.34%	14,300 $3.23 Million
Q2 2018 Aug 09, 2018	BUY	$40.58 - $48.49 $22,400 - $26,766	552 Added 4.0%	14,349 $2.66 Million
Q1 2018 May 08, 2018	BUY	$38.79 - $45.43 $19,472 - $22,805	502 Added 3.78%	13,797 $2.32 Million
Q4 2017 Feb 09, 2018	SELL	$38.37 - $44.1 $11,434 - $13,141	-298 Reduced 2.19%	13,295 $2.25 Million
Q3 2017 Nov 09, 2017	BUY	$37.18 - $41.01 $505,387 - $557,448	13,593	13,593 $2.1 Million

Others Institutions Holding AAPL

# of Institutions

6,496

Shares Held

9.14B

Call Options Held

174M

Put Options Held

173M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $4.22T
Description
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...

More about AAPL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Account

Mark Sheptoff Financial Planning, LLC Apple Inc. Transaction History